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The Team: The Health and Benefits Accounts Domain within the Fidelity Healthcare Group is looking for an expert client facing program manager to help coordinate outreach to Workplace Clients (Employers). This outreach will include a process to review and confirm the employee digital experience to request opening a Fidelity Health Savings Account (HSA) offered by their Benefits Administrator or similar enrollment solution. The Role: In this role, you will be a member of the HSA Product Area with responsibility for client engagement, reviewing and capturing data to help ensure Fidelity is opening accounts for employees of Workplace Clients in accordance with the agreement set forth between Fidelity and the Client. You will have the opportunity to work directly with Fidelity’s relationship management team and our Workplace Clients to capture insights, trends, and customer feedback on how Fidelity could improve our customer experience. The Expertise We Are Looking For: <ul> <li>Bachelor’s Degree required</li> <li>5+ years client service or client/vendor relationship management experience</li> <li>Understanding of the Health Savings Account (HSA) product and brokerage account opening experience is a plus</li> </ul> The Skills you Bring: <ul> <li>Proven expertise working with large client (employer) relationships, leading discussions, responding to questions, and overcoming objections.</li> <li>Strong experience advocating for the needs of clients.</li> <li>Meticulous project/program management skills are needed to coordinate and complete several unrelated tasks in a timeline desired by the business.</li> <li>Curious and analytical with a customer-centric approach to help overcome client objections and share alternatives to help improve alignment across Fidelity and our Clients.</li> <li>Positive relationship building, interpersonal and influencing skills to stay in sync with team members across Fidelity.</li> <li>Experience leading, influencing, and motivating colleagues without formal authority, and have a history of delivering extraordinary outcome for clients and the business.</li> </ul> The Value you Deliver: <ul> <li>Ensure Fidelity’s product offering remains aligned with industry regulations.</li> <li>Support the success of continued Fidelity HSA account growth through bulk account opening solutions available to Workplace Clients.</li> <li>Provide clear and timely follow-up to all client questions and concerns.</li> <li>Define, refine, and communicate the progress of the initiative to Fidelity team members.</li> <li>Discover and prioritize approach to client outreach which balances a positive client experience and timeliness of overall process.</li> <li>Routinely engage Fidelity Legal, Risk and Compliance to discuss new account opening considerations, proposals and options requested by our Clients. Advocates for clients to ensure any novel solutions or exceptions follow industry regulations, are well-documented and are consistent with Fidelity policy &amp; procedures.</li> </ul> How Your Work Impacts the Organization Health Savings Accounts are a fast-growing product offering across Fidelity. Your work will have a direct impact on the overall attractiveness of our offering to current and prospective clients. Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. Please see the below pay rate range for the work location of Smithfield, RI only: $71.00-91.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Fidelity TalentSource

Program Manager

<h3>Job Description:</h3><h3>The Role </h3>The Legal Operations Senior Analyst will interpret, analyze, and respond to legal, government, or regulatory documents within a strict timeframe set by these entities. The Associate must perform these tasks while being cognizant of the real and potential risk and liability to Fidelity and its customers.The Expertise You Have and Skills You Bring<ul><li>Bachelor's degree and/or equivalent (1-3) years of legal, compliance and/or regulatory experience.</li><li>Experience in the financial services industry or legal setting.</li><li>Paralegal certificate a plus</li><li>Knowledge of the industry.</li><li>Excellent interpersonal skills.</li><li>Strong command of the written language.</li><li>Excellent organizational and time-management skills.</li><li>Independent and team contributor.</li></ul>The Value You Deliver<ul><li>Interpret rules and regulations that govern a vast array of legal and regulatory documents. Working within these parameters to analyze, interpret, and respond to complex documents that that need precise and accurate responses to ensure that we respond appropriately to the legal, governmental or regulatory authority while not opening Fidelity Investments to lawsuits from out clients.</li><li>Analyze court and administrative orders to determine whether they are enforceable and when it is appropriate restrict accounts or transfer assets in accordance to the legal documents.</li><li>Analyze and respond to subpoena requests. The analyst must determine scope of production, what documents can be produced pursuant to the request and Fidelity’s policy and procedures</li><li>Respond to Class Action requests</li><li>Respond to child support, tax and federal levies.</li><li>Be a team member who is expected to be responsible for a number of workflows as volumes require</li><li>Regularly interact with regulators, attorneys, and customers on highly visible and complex items.</li><li>Explain rationale for Fidelity's policy or position with respect to legal documents.</li><li>Build and maintain internal and external working relationships necessary to elicit information and assistance in completing responses within strict timeframe.</li><li>Develop strong command of the relevant rules, laws, and regulations, as well as Fidelity's internal policies and procedures.</li><li>Some OT required based on volumes</li></ul><h3>Certifications:</h3><h3>Category:</h3>ComplianceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Senior Legal Analyst

<h3>Job Description:</h3>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with 850+ clients and 2.9+M participants in 198 countries, including 150 S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.The Stock Plan Services Product and Platform Domain exists to focus and deliver world class equity plan administration capabilities of behalf of our Stock Plan Clients and digital experiences for their Participants. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQ experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.</li></ul> As the VP, SPS Modernization Program Lead, you will own the successful delivery of the SPS Modernization portfolio in partnership with the delivery teams and partners. The SPS business has a multi-year journey of transformation ahead of us. In this role you will be responsible for leading a team and a multi-year large scale platform modernization. This will require you as a leader to thrive in an environment of leading large complex change and commitment to iterative in delivering high impact. To succeed, you will blend broad product and delivery expertise with an obsession for delivering business partner and/or customer value.You will help set the product vision, strategy and roadmap for the portfolio priorities and drive planning and alignment across the Product Areas and respective partners. You will own oversight of project engagements across the domain and provide strategic inputs into organizational alignment and initiative definition associated with the work to ensure successful delivery. You will ensure continued alignment and prioritization in the work being delivered across Product Areas throughout the quarter and aligned to the 5-year plan. As a leader, you will empower these teams, and associates to maximize value delivered through prioritization, creativity, innovation, collaboration, and decision making while also playing a supportive role in identifying structural questions that hinder success. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture. You will focus on looking at “what’s next” and formulating a strategic point of view as we develop our multi-year roadmap, while also assisting with the intake of new initiative requests and driving the most important initiatives with execution discipline. In an agile structure, you will partner with and enable a group of Product Areas, Chapter Leaders, and COEs around strategic goals, business partner or customer experiences, products or product sets, or platforms.The Expertise You Have <ul><li>Bachelor’s Degree required; MBA preferred</li><li>15+ years of work experience</li><li>Agile Leadership Experience</li><li>Proven track record executing large complex programs across multiple, cross-functional teams across various products, customer segments, and technology platforms</li><li>Expert at synthesizing program status and ability to tell the story to Executive and senior (C-suite) internal and external customers and partners</li><li>Fluency partnering with technology on program execution and defining and leading sophisticated products and programs within the domain and across the business</li><li>Financial services experience, with brokerage experience a plus</li></ul>The Skills You Bring <ul><li>Experienced and inspirational people leader, skilled at setting objectives and critical success metrics that align with and enable delivery of strategic priorities and measure performance against agreed upon business, technology, financial, and people results.</li><li>Evaluate and respond to capacity needs and ensure access to and the best utilization of resources through alignment of ongoing prioritization, structure of forums and planning routines that enable our portfolio discipline.</li><li>Innovative, forward-thinker who quickly understands the context, comfortable challenging the status quo and making tough decisions.</li><li>Dynamic and inspiring Agile leader with a proven record of developing a strong culture and focusing on the development of a tenured team of professionals.</li><li>Proactively collaborating with and influencing the SPSNQ Leadership Team, other Domain, Product Area and Chapter Area leaders, WI Strategy &amp; Planning, COE, and Team leaders to understand and align to the needs of customers and business partners.</li><li>Contribute strategic updates for high-priority deliverables, such as executive presentations, regulatory updates, and client communications.</li><li>Executive level experience leading the development of broad, complex, innovative solutions and product offerings aligned with and in support of the strategic direction of the organization</li><li>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with customers and internally, across Fidelity and at all levels of the firm</li><li>Passion for developing associates while attracting and retaining hard-working individuals and teams with a proven commitment to diversity and inclusion.</li><li>Experienced and inspirational people leader, skilled at setting objectives and critical success metrics that align with and enable delivery of strategic priorities and measure performance against agreed upon business, technology, financial, and people results. </li><li>Ability to create a psychologically safe culture that drives debate and encourages all levels to challenge each other for the betterment of our business and our clients.</li></ul>The Value You Deliver <ul><li>Focused on both leading and driving the long-term execution for SPS Modernization.</li><li>Tenured leader to manage a team responsible for delivering quality solutions throughout the Product Development lifecycle as part of Fidelity’s highest critical initiatives.</li><li>Advancing and enabling a portfolio oversight and integration organization by having a deep SME of the SPS product and strong execution experience to support teams in oversight of our portfolio against goals.</li><li>Proactively partnering with the SPS Leadership Team, Product Domain, Chapter Area, COE, and Team leaders to:<ul><li>Understand the needs of customers and business partners</li><li>Establish objectives and critical metrics that align with and enable delivery of strategic priorities and measure performance against agreed upon business, technology, financial, and people results</li><li>Develop technology roadmaps, to drive consistency in use of platforms and APIs to minimize duplication and manage IT costs</li><li>Evaluate capacity needs and ensure access to and the best utilization of resources through alignment of ongoing prioritization, evolution of the domain mission and customer sentiment and feedback</li><li>Remove impediments to delivering on strategic priorities and value</li><li>Responding to the needs of our customers, and the market, industry, and regulatory changes by continuously evolving and aligning strategic priorities</li><li>Sharing relevant insights, knowledge, and developments across the Domain</li></ul></li><li>Encouraging continuous learning and development, a growth attitude and increased skill proficiency</li></ul><h3>Certifications:</h3><h3>Category:</h3>Program/Project ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Vice President, Program Management - Stock Plan Services

The Role Do you like to tackle problems and feel the need to constantly challenge yourself? Are you looking for a role where you have latitude to think differently and are encouraged to be constantly innovating? Do you enjoy math and Excel, and do you have the drive to be consistently improving to help participants? Under minimal supervision, the Senior Pension Administrator will be responsible for accurate and timely processing of moderate to high complexity calculations and/or transactions in a multi-client environment. They learn to execute employee information and financial transactions on several Fidelity systems within each client’s respective database. The Senior Pension Administrator interacts with many different groups within Fidelity and is a key contributor to the team environment and overall effective services provided to Fidelity’s client base. This role will use Defined Benefit specific and client specific procedures when researching and processing calculations to ensure accuracy and timeliness of all work. The Team You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients! The Expertise You Have <ul> <li>Bachelor’s Degree (Mathematics, Finance or Business preferred) or equivalent work experience </li><li>Defined Benefit knowledge and experience is a plus, but not required. Associates will be given training on DB and calculations which will be required to be successful in the role. </li></ul> The Skills You Bring <ul> <li>Strong math, analytical and intuitive skills. Ability to build calculation tools </li><li>Motivated and committed to precision; positivity and “can do” work ethic </li><li>You're a great teammate, and meet individual timeliness and accuracy goals </li><li>Ability to adapt to an evolving environment </li><li>Strong organizational skills and attention to detail </li><li>High integrity and discretion to ensure the confidentiality of sensitive client data </li><li>Demonstrate initiative in solving problems and implementing solutions </li><li>Ability to work independently </li><li>Strong PC Software skills (i.e. Excel, Outlook, and Word) </li><li>Strong communications skills </li></ul> The Value You Deliver <ul> <li>Play an integral role servicing existing and new clients in defined benefit retirement plan administration, including a full range of administrative and operational support services to a variety of defined benefit clients and plan participants in a fast paced and time critical environment </li><li>Process various types of calculations and disbursement set ups, meeting timeliness and accuracy standards </li><li>Review and triage all participant requests to determine correct resolution and routing. Manage and monitor workflows </li><li>Interpret plan rules to ensure correct calculations and disbursements. Build calculation tools. </li><li>Analyze and process transactions to ensure proper quality standards for calculations, disbursements and data updates </li><li>Contact participants to explain calculations or resolve participant/client related issues. This could be by phone or letters and forms </li><li>Support external client and internal audit requests by providing requested documentation, conducting research and answering questions as a client and plan expert </li><li>Manually calculate and review pension benefits for plan participants </li><li>Support the monthly testing of various systems upgrades and releases </li><li>Participate in special departmental projects </li></ul> How Your Work Impacts the Organization You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients! Company Overview At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. The hourly pay rate range for this position is $30.00 - $35.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Senior Pension Administrator

<h3>Job Description:</h3>The RoleThe Rollover Retention / Select Services Senior Manager is responsible for the daily operations of two unique teams across multiple Fidelity sites (Smithfield &amp; Westlake) and leading 10 – 14 associates responsible for delivering world class service to top-tier advisor clients with assets &gt; $20 million, 401k participants and 401k Plan Advisors. Your Teams will be bound to quality and productivity goals, as well as expected to meet and exceed asset retention targets for retaining customers and their 401k assets for Fidelity and our advisor clients.The Purpose of Your RoleYou are an influencer who consistently makes a positive impact. You are passionate about coaching, managing, and leading associates to work collectively towards common goals. You’re a motivator, energized by a dynamic relationship management environment. You can coach to key behaviors that help drive business results and empower others to embrace feedback and cultivate an environment focused on asset retention. You inspire others to create the best customer experience possible. In addition to leading your team, you’ll take a leadership role in a dynamic organization, partnering with your peer managers to build a positive and engaging site culture and associate experience. You will partner with leaders in WI and FI Sales at all levels to plan, build and execute rollover strategies and top tier client servicing support.The Expertise We’re Looking For<ul><li>Bachelor’s degree or equivalent experience</li><li>Previous leadership/management experience</li><li>Prior experience managing a book of business or leading others who manage one</li><li>Series 7 and 63 required</li><li>Series 24 or 26 required or needs to be obtained within the first 90 days of hire</li></ul>The Skills You Bring<ul><li>Sound risk mitigation and decision-making skills while ensuring compliance to firm, industry and legal standards acting as a FINRA-registered Supervisory Principal</li><li>Ability to multitask and maintain strong time management skills as you operate two separate computers across two domains to support two unique teams</li><li>Demonstrate ability to obtain extensive knowledge and experience of both FI OSG Client Services and Workplace Investing’s operational processes and systems</li><li>Proven ability to deliver results and present conclusions, trends, and initiatives to peers and Senior Team</li><li>Ability to provide effective mentoring, feedback, and oversight of individual performance to ensure an outstanding client experience</li><li>Highly motivated, learns quickly and performs well under pressure in a fast-paced operations and sales-like environment</li><li>Intellectual curiosity and commitment to continuous learning and personal development</li><li>Thrive in a team environment and demonstrates a willingness to adapt and be flexible</li><li>Successful execution of an effective recruiting, hiring, training and onboarding program</li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3>Primary Responsibilities<ul><li>Provide management for day-to-day operations for two unique Teams: The Rollover Retention Team who produces revenue for Fidelity by facilitating WI assets and assets outside of Fidelity into Fidelity Advisor products and the Select Services Team which manages a roughly $10 billion book of business of our top tier advisor clients </li><li>Coach and motivate the team to meet and exceed asset retention targets though effective utilization of inbound and outbound phone time</li><li>Support and assist associates with overseeing a large regional territory and monitoring territory management performance</li><li>Drive asset retention results and market share by executing and delivering on FI strategic initiatives and aligning team and individual execution with these initiatives.</li><li>Lead team to success by identifying opportunities for improvement related to technology, broker-dealer relationships, and territory management efficiency</li><li>Effectively build and manage relationships with FI Sales/Sales Senior Management/Relationship Management to strategize on approaches and campaigns to increase overall sales and optimize rollover opportunities</li><li>Monitor two email mailboxes used for inbound and outbound correspondence with customers</li><li>Conduct two separate monthly audits to document adherence to all Legal and Compliance protocols outlined by the SEC and FINRA</li><li>Maintain monthly Central Compliance File by documenting adherence to all Supervisory procedures</li><li>Lead annual Deminimis event for mass account transmission across business unit Transfer Agents</li><li>Identify and influence internal WI partners (Money In/Out, 401k Service, Implementation, Managing Directors) to obtain resolution to complex issues</li><li>Point-of-contact for back offices of partner firms to consult on rollover related policies, procedures, and compliance</li><li>Liaison to internal Technology for CRM and Bot changes and initiatives related to Rollover and Select Services</li><li>Act as a resource for the Teams and other departments by answering technical questions, resolving problems, and providing alternate solutions for high net worth and at-risk clients</li><li>Remove obstacles that may interfere with the efficiency of the team and identify process improvement opportunities</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Brokerage OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, Client Services

<h3>Job Description:</h3>The RoleAs a key member of the Corporate Services Finance team, the Senior Financial Analyst supports the Risk, Vendor Management, Global Security, and Finance business units. This is a dynamic and challenging role that requires the ability to multi-task in a fast-paced, sophisticated, and ever-evolving environment. In this role, you will provide financial support and strategic advice to business partners, analyze and interpret spend across the P&amp;L, build capacity plans and models for business areas with volume growth and new products, deliver activity based-costing frameworks and reporting, and lead the annual forecasting and budgeting processes. You will also be responsible for creating and maintaining unit cost metrics and key performance indicators (KPIs), driving month-end close activities and variance commentary, making recommendations on invoice accruals, and delivering recurring financial reviews to leadership. The Expertise and Skills You Bring<ul><li>Bachelor’s degree in Business, Accounting, Finance, or Economics</li><li>2–4 years of relevant work experience in financial analysis or a related field.</li><li>Strong analytical, conceptual thinking, and problem-solving capabilities.</li><li>Excellent interpersonal and communication skills, with the ability to influence across all levels of the organization.</li><li>Proficiency in Excel and PowerPoint; experience with Power BI and Anaplan is highly encouraged.</li><li>Advanced analytical and data modeling skills.</li><li>Ability to synthesize complex issues and communicate findings clearly and concisely.</li><li>Quick learner with the ability to thrive under pressure in a fast-paced environment.</li><li>Confidence and maturity to work independently and cross-functionally.</li><li>Flexibility and resourcefulness to manage multiple priorities in a deadline-driven setting.</li><li>Comfort with ambiguity and a proactive approach to problem-solving.</li></ul>The Team Our mission as a finance function is to drive exceptional business performance and enhance the long-term value of the firm. The Corporate Services Finance team oversees over $1.3 billion in expenses, delivering insightful, action-oriented financial analysis to support effective decision-making. At Fidelity, we embrace Dynamic Working, a hybrid approach that balances personal flexibility with business needs. Most associates are expected to work onsite at a Fidelity location for at two full business week every four weeks. This requirement is subject to change.<h3>Certifications:</h3><h3>Category:</h3>FinanceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Financial Analyst

<h3>Job Description:</h3>The RoleThe Asset Management Risk team is responsible for risk management of the Asset Management business. AM Risk is responsible for proactively identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes.The candidate will represent the firm in collaborating with business partners by articulating risk policies and procedures. Specifically, the role will include:<ul><li>Reporting on significant and emerging risks to assist management in improving their controls and processes</li><li>Program management of risk programs like Sarbanes Oxley Certifications, Records management, Risk Assessment tracking</li><li>Analyze data and controls to identify and measure risks</li><li>Use data visualization tools to develop risk management reporting</li><li>Assist in collecting, cleaning, and analyzing data from various sources to identify trends and patterns</li><li>Create visualizations and reports to present findings to stakeholders</li><li>Collaborate with cross-functional teams to understand their data needs and provide actionable insights</li><li>Help maintain and improve data quality and integrity</li><li>Participate in team meetings and contribute to data strategy discussions</li></ul>The Expertise You Bring<ul><li>Bachelor’s Degree in related field (Finance or STEM based degree preferable)</li><li>3-5 years of Risk Management experience or relevant program management experience</li><li>Strong analytical, technical and critical thinking skills</li><li>Knowledge of data analysis techniques and visualization tools (e.g., Tableau), a plus</li><li>Knowledge of financial markets and products</li><li>Excellent interpersonal, verbal and written communication skills</li></ul>The Skills You Bring<ul><li>You have strong analytical, problem-solving and technical skills to be deployed in your day-to-day responsibilities</li><li>You are a self-starter able to work independently and manage time to drive initiatives from beginning to end</li><li>You command effective written and verbal communication skills to influence decisions</li><li>You partner with colleagues and thrive in a team environment</li><li>You have experience in handling and resolving conflicts</li><li>You have excellent knowledge of Excel, database queries and analytical tools and methodologies</li></ul>The TeamAsset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>RiskMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Risk Manager, Asset Management Operations

<h3>Job Description:</h3>The RoleFidelity Institutional Intermediary Servicing OSG Technology team is looking for a Senior Software Engineer in Test. The ideal candidate is passionate about groundbreaking technologies with a proven background in software development, software quality engineering, Agile/Scrum, test-driven development, continuous integration, and automated testing. This associate will act as a team test automation lead, ensuring high application quality through the development and execution of automated functional and regression suite.The Expertise You Have and The Skills You Bring<ul><li>Bachelor’s Degree in Computer Science or related field or equivalent experience</li><li>5+ years of experience in a QA or Developer role</li><li>Deep understanding of manual and automated testing concepts, including behavior driven development (BDD)</li><li>Strong Object-Oriented Programming Skills</li><li>Experience with Java/JEE and Java Script</li><li>Experience with Selenium using Java or Java Script, and Cucumber BDD framework</li><li>Service testing experience preferably with Karate and/or RESTAssured frameworks, experience with SOATest or SoapUI acceptable</li><li>Experience with Oracle SQL</li><li>Experience using Continuous Integration tools such as Jenkins Build Server, Maven, Git/Stash, etc.</li><li>Experience with the Atlassian stack (Jira, Stash, Confluence, etc) preferred</li><li>Experience with UI testing frameworks (i.e. Galen, PhantomCSS, etc) a plus</li><li>Experience with service virtualization tools such as wiremock, parasoft virtualize, etc is a plus.</li><li>Knowledge on Content Management System platform (CMS) such as Sitecore, Documentum, etc is a plus.</li><li>You have proven leadership and strong technical skills, with a track record for designing and building Test Automation framework.</li><li>You enjoy creating strategies and roadmap for Test Automation framework by looking at industry trends, presenting that to management and working with a group of engineers to implement them.</li><li>You have great communication skills, enjoy working with a dynamic and senior team, and have a curiosity about learning new technologies.</li><li>You can understand, document, and develop technical designs for test automation at the application level, and closely partner with the analyst and developers.</li><li>You can break down different business problems/requirements and recommend solutions to project leaders and our business partners.</li><li>You work great in a team and as an individual contributor</li><li>Provide automation solutions for large scale projects from an end to end perspective including front end, middle tier services and back end data providers.</li><li>Help lead FI OSG Technology automation initiatives</li><li>Participate in scrum activities such as test coverage reviews, story grooming sessions, and sprint planning</li><li>Develop and execute automated and manual test scripts for functional and regression testing</li><li>Document, maintain, and monitor software problems</li></ul>The TeamThe Fidelity Institutional Intermediary Servicing OSG Technology team in Fidelity Institutional Business Enablement Technology supports our primary web presence, accounts.fidelity.com, as well as other applications and tools that provide capabilities supporting our clients. This position will play a key role in delivering new and enhancing existing digital capabilities to provide the best customer experience.This role will act as a team test automation lead, ensuring high application quality through the development and execution of automated functional and regression suite. Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Software Engineer in Test

<h3>Job Description:</h3>The RoleDo you want to be part of a growing Wealth Management Technology team that’s developing and delivering solutions to meet the expanding performance and analytics needs of the Enterprise? We are looking for a motivated, analytical, and collaborative individual to join our team.As a key member of the Performance Measurement &amp; Analysis (PMA) product area, the Analyst of Investment Performance Measurement &amp; Analysis will play a crucial role in driving the technical implementation of performance capabilities, shaping the future of our product roadmap, and maximizing the value of our platform across the enterprise. You will partner closely with asset management, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment performance and analytics capabilities to meet the needs of retail, intermediary, and Institutional Clients.Core Responsibilities Include:· Partnering with product, asset management, software development and other key stakeholders to drive requirements definition and technical implementation of performance and analytics capabilities· Continuously monitor industry best practices and the regulatory landscape, evaluating impact on performance capabilities and defining related changes to methodology and oversight/controls· Documenting policies and procedures covering business support and oversight of performance calculations and processes· Engaging in research and analysis to inform product area strategy, vision and capability roadmap· Providing product management support and driving resolution of issues, business risks and client inquiries· Identifying opportunities to maximize value of the performance measurement and analysis platform across the enterprise.The Expertise and Skills You Bring· Bachelor’s degree business, finance, or equivalent work experience· 3-5 years of progressive financial services, experience in investment performance measurement, reporting, and analysis preferred· Progress towards/interest in pursuing the CFA or CIPM certification a plus· Strong analytical and critical thinking skills with the ability to understand and resolve complex problems· Excellent organizational skills and the ability to contribute to multiple projects concurrently· Ability to work collaboratively, to interact and build strong working relationships within the team and with key partners and stakeholders.· Strong communication skills and comfort presenting to audiences ranging from software engineers to business executives· Experience/ exposure to technology systems and IT infrastructure, including data platforms, cloud environments, and enterprise applications a plus.Note: Fidelity is not providing immigration sponsorship for this position.The TeamThe Performance Measurement &amp; Analysis product area is part of Fidelity’s Institutional Technology organization. We are responsible for a proprietary, enterprise-scale investment performance platform and contribute to several of Fidelity’s rapidly growing business areas. We partner closely with investment product and digital experience teams focused on offerings for both institutional and retail clients.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Analyst, Investment Performance Measurement & Analysis

<h3>Job Description:</h3><h3>The Role</h3>Fidelity Quant Research Technology team is looking for a Principal Full Stack Engineer to join a full-stack team. Building a new product, this position requires a hands-on, lead-by-coding leadership as well as mentoring a team of developers as they journey to becoming better developers. Collaborating with architects, and business partners, you will be building a Java Spring/Springboot microservice backend and Angular UI running in K8S clusters in AWS.<h3>The Expertise and Skills You Bring</h3><ul><li>A minimum of 10 years of software application development experience, with financial/asset management industry experience is a plus</li><li>You have a BS/MS or equivalent experience in the areas of Computer Science, Engineering, or Information Technology and you want to learn more.</li><li>Extensive experience working in Angular(RXJS), Java Spring/Springboot, and SQL(Oracle preferred).</li><li>Ability to apply standard processes across the squad in areas such as Unit testing, Automation, ATDD, DevOps, CI/CD, design, and code reviews.</li><li>Exposure to cloud technologies such as AWS, Docker, and Kubernetes would be an advantage.</li><li>Demonstrated experience working on Finance-related software projects focusing on asset management or fund accounting.</li></ul>The TeamBe part of our team developing a cutting-edge platform for launching a new Options Overlay Product in Asset Management Technology group. This role provides an opportunity to contribute to a distinct project. AM Tech is growing within Fidelity's Investment Frontier Neighborhood, enriching our Liquid Alts offerings. We utilize diverse market instruments, including derivatives and equities.Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

91 Full Time Jobs in East Greenwich, RI 02818, USA